Shell stock falls 0.8 percent as energy shares weaken
Published on 09/22/2026 at 14:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Shell stock (ISIN GB00BP6MXD84) fell 0.8 percent on September 22, 2026, as the wider energy sector weakened in London. The move came while the FTSE 100 gained 0.20 percent to 10,760.01 points, according to Reuters on September 22, 2026.
Energy shares lag the FTSE 100
Shell traded at GBP 34.94 on the London Stock Exchange on September 22, 2026, according to the available market snapshot. Its 52-week range extended from USD 68.63 to USD 99.15, while the ADR opened at USD 93.31, placing the US quotation close to its yearly high.
The sector comparison was negative: Reuters reported that UK energy shares were down 1.4 percent, with Shell lower by 0.8 percent and BP down 2.2 percent on September 22, 2026. Shell therefore underperformed the FTSE 100 during the session even as the benchmark moved higher.
EPS estimates move higher
Erste Group Bank raised its Shell FY2026 earnings estimate to USD 11.36 per share from USD 11.20 on September 18, 2026, and retained a Buy rating, as reported by MarketBeat on September 22, 2026.
The latest quarterly figures cited by MarketBeat were also above consensus. Shell reported quarterly EPS of USD 3.52 against an expected USD 3.23, a USD 0.29 difference, while revenue reached USD 94.66 billion compared with the USD 86.22 billion estimate. Those figures relate to the quarter reported on July 31, 2026.
Gas and ARC support forecasts
AlphaValue lifted its 2026 and 2027 EPS forecasts to USD 5.76 and USD 5.57 from USD 4.45 and USD 4.48, respectively, citing higher gas assumptions and Shell's acquisition of ARC Resources, according to Finimize on September 22, 2026.
The same analysis estimated that ARC could add 90,000 barrels of oil equivalent per day in 2026 and 180,000 barrels on a full-year basis from 2027. It also projected Shell net income at USD 31.7 billion in 2026 before declining to USD 22.9 billion by 2028 as oil prices ease, making commodity prices the main counter-factor to the improved production outlook.
Shell stock closes below yearly peak
Shell stock traded at GBP 34.94 on the London Stock Exchange on September 22, 2026. The company had a market capitalization of USD 261.60 billion and its ADR stood at USD 93.27 in the latest completed session cited by the available market data, down 1.34 percent from the prior close.
Shell stock facts
- Company: Shell plc
- ISIN: GB00BP6MXD84
- Ticker: SHEL
- Trading venue: London Stock Exchange
- Price: GBP 34.94 as of September 22, 2026
- Market capitalization: USD 261.60 billion as of September 22, 2026
- Sector / Industry: Energy / Integrated Oil and Gas
- Index membership: FTSE 100
